BJ vs. SCHD
Compare and contrast key facts about BJ's Wholesale Club Holdings, Inc. (BJ) and Schwab US Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BJ or SCHD.
Correlation
The correlation between BJ and SCHD is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BJ vs. SCHD - Performance Comparison
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Key characteristics
BJ:
30.90%
SCHD:
16.03%
BJ:
-4.34%
SCHD:
-33.37%
BJ:
-4.34%
SCHD:
-11.26%
Returns By Period
BJ
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-4.97%
1.70%
-9.89%
1.08%
13.11%
10.27%
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Risk-Adjusted Performance
BJ vs. SCHD — Risk-Adjusted Performance Rank
BJ
SCHD
BJ vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BJ vs. SCHD - Dividend Comparison
BJ has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BJ BJ's Wholesale Club Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BJ vs. SCHD - Drawdown Comparison
The maximum BJ drawdown since its inception was -4.34%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BJ and SCHD. For additional features, visit the drawdowns tool.
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Volatility
BJ vs. SCHD - Volatility Comparison
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